Contacts

A contact is an individual person — a donor, volunteer, trustee, staff member, or anyone else your organisation has a relationship with.

Viewing contacts

From the sidebar, click Relationships then select the Contacts tab. You will see a searchable list of all contacts in your workspace.

Click any row to open the contact’s full profile.

Creating a contact

Click Add contact — either from the dashboard quick-action buttons or the contacts list — and fill in the following fields:

Field	Notes
First name	Required
Last name	Required
Supporter number	Auto-generated if left blank; must be unique within your workspace
Email address
Phone number
Date of birth
Address	Line 1, line 2, town, county, postcode

Click Save to create the contact.

Changes are processed asynchronously — the record may take a moment to appear in lists after saving.

Editing a contact

Deleting a contact

The contact profile

A contact’s profile page brings together everything you know about that person:

Details

Name, email, phone, address, date of birth, and any other stored fields.

Connections

Other records linked to this contact — organisations they belong to, things they are associated with, and other contacts they are related to (e.g. a trustee relationship). See Linking records.

Touchpoints

A chronological timeline of every recorded interaction. See Touchpoints.

Payments

A list of all donations and payments linked to this contact. See Payments & donations.

Consent

Communications consent preferences per channel (email, phone, post, SMS, etc.). See Managing consent below.

Managing consent

Restricting access to contact details

Some contacts’ information (home address, email, consent records) may need to be visible only to certain teams or users. You can apply field-level access restrictions without hiding the contact from lists entirely — the contact’s name always remains visible so they still appear in relationship graphs and searches.

Field groups

Contact fields are organised into groups. Each group can be independently restricted:

Group	Fields covered
identity	First name, last name, other names — always visible, cannot be restricted
contactDetails	Email address, phone number, date of birth
address	Full address
connections	Linked organisations, things, and other contacts
consent	Communications consent preferences
classifications	Flags such as “is beneficiary” and “is donor”

How to restrict a field group

1. Open the contact’s profile and click Edit.
2. Scroll to the Access section.
3. For any field group, select which teams or users should have access.
4. Click Save.

Users or teams not granted access will see that group’s fields as hidden when they view the contact.

You need the relationships:manage_contact_access permission to change access restrictions.

Searching for a contact

For more advanced filtering (e.g. “all donors who gave more than £500 last year”), use Segments.